It's not uncommon for small businesses to require initial registration or intake form from their clients prior to providing a service.

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Many businesses out there still ask their clients to do this paperwork by hand before their initial appointment while in the office.  

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Going electronic with all your paperwork not only will save you and your clients time, it will also help your administrative team access this information faster and easier at a later time.

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Keeping historical data about the services you provide to your clients such as visit notes or treatment suggestions is an essential part of a successful business. Achieving this is easy if you have the right tools at your disposal.

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Analyzing your historical data by running monthly reports can reveal very useful information about your client base and how you can provide a better service for them. Better service only means returning clients. 

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We have extensive experience in digitizing paperwork in different areas of a small business and integrate with existing systems you may be already using or planning to use in the future such as Quickbooks, Jane, Elavon, Stripe and DocuSign.